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Data Importing And Exporting
Salesforce Financial Services Cloud Mapper
Salesforce Financial Services Cloud Mapper

Help video to show how to edit/use the Salesforce Financial Services Cloud Mapper.

Updated over a week ago

*Note: We do not officially support mapping to to a trust or corporation out of the box with this integration. It's possible with workaround where the trust/corporation is a basic contact related with the main household account but this is not something we can provide guidance on setting up since it may vary depending on the Salesforce install.

To see which version of Salesforce you are using, please visit this help article for guidance

Keywords: Salesforce, Financial Services Cloud, FSC, custom export, custom import, integration mapper, map integration fields. 

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